|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$995M
|
+$200M
|
+11,583,268
|
+25%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$43.6M
|
+$338K
|
+19,562
|
+0.8%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
$27.4M
|
-$1.35M
|
-77,996
|
-5%
|
|
|
4
|
Tiedemann Advisors
New York
|
$16.2M
|
+$12.2M
|
+708,660
|
+291%
|
|
|
5
|
Delphi Private Advisors
San Diego,
California
|
$12.9M
|
+$657K
|
+38,002
|
+5%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$9.31M
|
+$153K
|
+8,868
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$7.48M
|
+$59.8K
|
+3,462
|
+0.8%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$6.71M
|
+$644K
|
+37,250
|
+10%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.58M
|
-$2.84M
|
-164,102
|
-34%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.43M
|
+$620K
|
+35,860
|
+13%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$5.39M
|
+$208K
|
+12,020
|
+4%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$4.71M
|
+$774K
|
+44,824
|
+20%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.37M
|
+$1.86M
|
+107,494
|
+124%
|
|
|
14
|
|
$2.6M
|
+$2.58M
|
+149,558
|
New
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$2.54M
|
+$345K
|
+19,966
|
+16%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$2.5M
|
+$660K
|
+38,180
|
+36%
|
|
|
17
|
Strategic Advisors
New York
|
$2.29M
|
+$645K
|
+37,320
|
+39%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.09M
|
–
|
–
|
–
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.94M
|
-$58.7K
|
-3,400
|
-3%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.92M
|
+$121K
|
+6,984
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66M
|
-$277K
|
-16,042
|
-14%
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$1.42M
|
+$1.29M
|
+74,654
|
+1,082%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.27M
|
-$315K
|
-18,256
|
-20%
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$1.06M
|
+$1.06M
|
+61,108
|
New
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$961K
|
+$108K
|
+6,254
|
+13%
|
|
